Part 1: Collect the Required Materials

Transcription

1 (Part 1) Collect the Required Materials Part 1: Collect the Required Materials Required Resources The system used to build your profile may time-out; please have all mandatory registration information available before you begin the process. Mandatory information includes: Legal Name Owner's Gender* Owner's Ethnicity* Taxpayer ID Number (TIN) CEO Name Submitter Name Valid Address Receive orders preference ( , mail or fax) Indiana Veteran Business Enterprises Minority/Women Business Enterprises Small Business Information Secretary of State Registration Information NAICS Code** Mailing Address information United Nations Standard Product and Services Code (UNSPSC) information * If your business is a corporation (or has multiple owners) and you are unable to declare an owner's gender and ethnicity, you will need to choose Male as the Owner Gender and Caucasian as the Owner's Ethnicity. ** The NAICS Code is also called the Business Activity Code. It can be found on the following federal Income Tax returns: Individual - Form Schedule C, Page 1, Line B Partnership - Form Page 1, Line C Corporation - Form Page 2, Schedule K, Line 2a Sub Chapter S Corporations - Form 1120S - Page 1, Line B 1

2 (Part 2) Request New Profile Creation Part 2: Request New Profile Creation To create your Bidder Profile go to and select Create Bidder Profile. Step 1: Select the type of Profile 1. Select Business 2. Select Selling goods/services Click Next>> Step 2: General Information Fill out all of the required information. Note the important items below. Company: *use the legal name of your company Title: *Your job title/role ID: *Business Opportunities based on your UNSPSC codes will be sent to this User ID: *Enter an ID. You may be provided a new one once you re profile request is generated. Click Next>> 2

3 (Part 2) Request New Profile Creation Step 3: Enter Your Company s Headquarters Enter the required information. *If an address is outside of the USA, enter the proper country in the field before entering the rest of the address information. Click Next>> Step 4: Select Primary Address Change the Designate as Contact for dropdown to Primary Address Click Next>> Step 5: Enter Your Tax ID Number This may be your Federal Employer ID or your Social Security Number *enter the number without using a dash (-) or space. Character limit = 9 Click Next>> 3

4 (Part 2) Request New Profile Creation Step 6: Agree to Terms & Conditions Read the terms and conditions. This Terms of Use Agreement is required by the state of Indiana Office of Technology (IOT) for use of the enterprise software online. Check the box to agree to the terms and conditions. Click Finish Step 7: Sign Out You have submitted your profile creation request. Click Sign Out Go to Part 3 of this document to finalize your profile creation. 4

5 PART 3: Finalize Profile Set-up Step 1: You received an The contains your User ID and temporary password Click on the link in the Step 2: Login The link from your will open the Oracle login page Enter your User ID and temporary password Change your password to something you will remember and use the following steps to complete your profile Step 3: Navigate to your Bidder Information In the navigation bar, click Main Menu>Manage Events and Place Bids>My Bidder Information *This is where you will need to navigate any time you need to update your profile. 5

6 Step 4: Bidder Welcome Screen Review the required information on this page. *You will not be able to save your profile if any of this information is missing. Click Next Step 5: Bidder Registration General Information Fill in the required fields and make note of the following. Doing Business As Name: *only enter if different than your legal name Owner s Ethnicity: *If your business is a corporation (or has multiple owners) and you are unable to declare an owner's gender and ethnicity, choose Male as the Owner s Gender and Caucasian as the Owner's Ethnicity. I want to receive orders by: *Select Registered with the SOS: This is not required NAICS code: Use the link to search for a NAICS code or this number can be found on your Federal business Income Tax return: Individual - Form Schedule C, Pg 1, Line B Partnership - Form Pg 1, Line C Corporation - Form Pg 2, Schedule K, Line 2a Sub Chapter S Corporations - Form 1120S - Pg 1, Line B Click Next 6

7 Step 6: Buy Indiana Buy Indiana Certification: Click the appropriate choice. If you are not sure, contact Amey Redding (317) Then check the box to certify that the information is accurate. Buy Indiana Directory: Check to be included in the Buy Indiana directory on page Description of Your Business: This description will be listed on the directory. Character limit = 1,000 Click Next Step 7: Business Classifications Indiana Veteran Business Enterprise: Check this box if you are an IVBE according to the information listed at the website shown. *Don t forget to file your IVBE Certification Application State of Indiana MBE/WBE Certification: Your current Indiana certification information will populate from the state certification database. If you are interested in getting more information on becoming a certified with the state of Indiana visit Other Certified Minority or Women Business Enterprise (M/WBE): Check this box if you are a certified M/WBE with the federal government, a city, town, or other entity. Small Business: Select one small business classification to be registered under. If you do not qualify for any, select None Click Next 7

8 Step 8: Add Ordering & Remitting Addresses *You must enter address in both fields, even if they are the same address Select the address type using the drop-downs use the + icon on the top right to create a new address field Address Types Ordering = Where purchase orders should be mailed Remitting = Where payments should be directed *If you enter an address outside of the USA, please make sure you select the proper country prior to entering the address information. When both address types are complete, click Next Step 9: Pay Audit Contacts Select the primary contacts from your business that you would like designated to receive notifications from the Pay Audit System for each subcontractor contract type. The contact person will receive notifications from the Pay Audit System if your company is awarded a contract that has subcontractor participation. A primary contact must be selected for each type of business enterprise. *If the contact information is the same for all three you can fill out the Minority Business Enterprise section and then select Apply Information to All Below. When all contacts are complete, click Next 8

9 Step 10: Goods/Services Select the goods/services your business provides using UNSPSC codes. You will receive notifications for business opportunities based on your selection. Click on the folder icon to see the top level categories and click the folder symbols to see more details. Add categories by clicking the underlined names. Remove categories by clicking the minus icon next to the category. *We advise not to make your UNSPSC choice too narrow. Example: If you select only the highest level, you will receive only solicitations that are sent out at the highest level. *IVBEs and MWBEs are requested to use the UNSPSC that is on their application with the Division of Supplier Diversity. When all UNSPSC choices are added, click Next Step 11: Sign up for INDOT Notifications To receive solicitations from the Indiana Department of Transportation, click the corresponding checkbox for the type of purchase notification you wish to receive. 9

10 Step 12: Save Your Changes Click Save *If you forget a mandatory field you may be redirected to the corresponding page. Step 13: Pop Up Box Once your bidder profile has been saved, you will receive a message saying You have successfully registered with the state of Indiana. Click OK An will be sent to the address connected to your profile. It will contain a copy of the information you entered, but will not include your mailing addresses. Step 14: Sign Out Click Sign Out in the upper right corner of your screen to complete the process. 10